Australia-Asia Power Link

They cover this stuff day in, day out.

it's not apps they think it might be data centers and we have a prediction and it involves sun cable anthropic and scott's family office skip capital most importantly for my amazing listeners john and perry in the interview not just signed a copy of the book but put a bespoke prediction each in the front cover this is not a prediction we cover on the show and if you go to youtube now even if you're listening on spotify Just open up the YouTube version of this episode and write any comment that comes to mind.

I'm going to be picking a selection of those.

John and Perry are going to choose their favorite.

so um no no uh but seriously um it's a good start private jet but the first time i ever met mike it was a few years ago he uh this was when he was really full on into climate it was renewable energy investments and he went along to the um to the powerhouse a museum here in sydney and did a one-hour talk on basically on climate change and you know he was he was very impressive and he literally you know he's obviously you know an extremely smart guy he'd spent a couple of weeks literally just reading books and learning about it and you know as John and I have sort of you know laughed about quite what Scott made of this you know when he was probably trying to run the company at that point but um

and so you know I

I think his passion for climate, for renewable energy, Sun Cable, look, the grand vision of exporting renewables to Singapore is probably not going to come to fruition, but he does think big.

He's perhaps almost a Twiggy and Andrew Forrest-style person in that regard.

It's pretty expensive to lay cables.

There is a project called Sun Cable that's trying to lay a cable from Australia to Singapore, but it's taken a very, very long time because it's really, really expensive.

And there's some sovereign risks associated with it.

So using molecules to transport energies is very mature.

No question about it.

But to the best of my knowledge, a Sun Cable project in Northern Territory is not pursuing electricity sales to Singapore at the moment.

And in fact, I think you may, I think Singapore is looking elsewhere for its supplies.

Because it's, it's 4,000 kilometer because Badstling is what, about 500 kilometer.

That's...

There was, there's a proposal, I forget the name of it, but there is a proposal to build a similar solar and battery array in North Africa and cable it, you know, through the Atlantic Ocean, not through Europe, but through the Atlantic Ocean to Great Britain.

I'm not really, you know, I think they're probably finding it as difficult as the hard sun cables developers are finding it to make that happen.

Yes, yes.

And there will be, to some degree, a connectivity between markets and sharing electricity.

I mean, those of us that can remember two or three years ago will remember something called Sun Cable, which was you know, a project to bring electricity from Australia to Singapore, if you can imagine the technology involved in that.

So it is an active discussion.

And certainly in Singapore, where I have a big locus, you know, it's a very important conversation as, you know, supply security is enabled by diversity, which for markets like, you know, Singapore are crucial.

Well, the challenge, therefore, is I suppose is distributing that power and getting it out of Spain and into the rest of Europe.

I had a conversation very recently on the podcast with Georgie Skipper, who was involved in the Sun Cable project in Australia.

And of course, you can you can generate the world's power supplies in Australia.

The challenge is having enough cable to get it out to the rest of the world.

It's a supplier that assists with creating renewable energy opportunities and partnerships.

We've got Sun Cable already talking to the gas suppliers as how can we make this partnership, particularly in the data centre space.

And it just means for the Territory, we are literally on the cusp of the generation that will really change the profile of the Territory and put us front and centre, which is exactly where we need to be.

It was interesting.